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Completing suitability tabs: DBAAT video transcript [pdf]
Defined Benefit Advice Assessment tool (DBAAT) training -
Defined Benefit Advice Assessment tool (DBAAT) [xlsx]
The DBAAT helps firms and pension transfer specialists understand our file review methodology for DB transfer advice -
Completing the information tab: DBAAT video transcript [pdf]
Defined Benefit Advice Assessment tool (DBAAT) training -
Completing the disclosure tab: DBAAT video transcript [pdf]
Defined Benefit Advice Assessment tool (DBAAT) training -
Completing the causation tab: DBAAT video transcript [pdf]
Defined Benefit Advice Assessment tool (DBAAT) training -
Completing the summary tab: DBAAT video transcript [pdf]
Defined Benefit Advice Assessment tool (DBAAT) training -
Using the assessment tool: DBAAT video transcript [pdf]
Defined Benefit Advice Assessment tool (DBAAT) training -
Completing the insistent client tab: DBAAT video transcript [pdf]
Defined Benefit Advice Assessment tool (DBAAT) training -
FCA Board Minutes: 3 December 2020 [pdf]
FCA Board Minutes: 3 December 2020 -
FCA Board Minutes: 10 December 2020 [pdf]
FCA Board Minutes: 10 December 2020